` Comparison: 2338 vs AMAT - Alpha Spread

2338
vs
AMAT

Over the past 12 months, Taiwan Mask Corp has underperformed AMAT, delivering a return of +3% compared to the AMAT's +124% growth.

Start AI Comparison

Smart Verdict
AI-Powered

Not Sure Which Stock Wins?
Let AI Decide.
2338
AMAT
One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
Start AI Comparison
Smart Verdict is Ready!
See Who Stands Out.
All the numbers, charts, and metrics summarized into one smart verdict.
Stocks Compared:
Show Comparison Results
Summarizing...
We need a little more time to summarize the results

Valuation Comparison

Taiwan Mask Corp Intrinsic Value
HIDDEN
Show
AMAT Intrinsic Value
HIDDEN
Show
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Taiwan Mask Corp
TWSE:2338
48.65 TWD
Applied Materials Inc
NASDAQ:AMAT
340.02 USD
No Stocks Selected

Compare the stock's valuation with its competitors.

Select Stocks to Compare
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
2338, AMAT

2338
AMAT
Add Stock
Revenue
www.alphaspread.com
No Stocks Selected

Compare company's financials with its competitors.

Select Stocks to Compare
Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Taiwan Mask Corp
Revenue
Applied Materials Inc
Revenue

All metrics are calculated based on data from the last 10 years.

No Stocks Selected

Compare company's financials with its competitors.

Select Stocks to Compare

Profitability Comparison

Free Cash Flow
2338, AMAT

2338
AMAT
Add Stock
Free Cash Flow
www.alphaspread.com
No Stocks Selected

Compare company's free cash flow with its competitors.

Select Stocks to Compare
Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Taiwan Mask Corp
TWSE:2338
Applied Materials Inc
NASDAQ:AMAT
No Stocks Selected

Compare company's free cash flow with its competitors.

Select Stocks to Compare
What is Free Cash Flow?

Gross Margin

Taiwan Mask Corp
11.4%
AMAT
48.7%

Operating Margin

Taiwan Mask Corp
-6.2%
AMAT
29.7%

Net Margin

Taiwan Mask Corp
-22.9%
AMAT
27.8%

FCF Margin

Taiwan Mask Corp
27%
AMAT
22%

ROE

Taiwan Mask Corp
-31.4%
AMAT
38.5%

ROA

Taiwan Mask Corp
-7.5%
AMAT
21.8%

ROIC

Taiwan Mask Corp
-2.7%
AMAT
27.4%

ROCE

Taiwan Mask Corp
-3.6%
AMAT
30.1%

Solvency Comparison

No Stocks Selected

Compare company's equity waterfall with its competitors.

Select Stocks to Compare
Balance Sheet Comparison
No Stocks Selected

Compare company's balance sheet with its competitors.

Select Stocks to Compare

Stocks Performance

Stocks Performance
2338, AMAT

Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Performance Gap
2338, AMAT

Performance Gap Between 2338 and AMAT
HIDDEN
Show

Performance By Year
2338, AMAT

Loading
2338
AMAT
Add Stock
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Not Sure Which Stock Wins?
Let AI Decide
One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
Start AI Comparison
Compare 2338 to other stocks
ASML
ASML Holding NV
More expensive
vs Taiwan Mask Corp
LRCX
Lam Research Corp
More expensive
vs Taiwan Mask Corp
0HQ1
Brooks Automation Inc
B
More expensive
vs Taiwan Mask Corp
KLAC
KLA Corp
More expensive
vs Taiwan Mask Corp
Unlock Full Access to Alpha Spread
Create Free Account
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett